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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Brooklyn Heights, OH

Every SEC-registered investment adviser representative at a firm office in Brooklyn Heights, with the firms that employ the most of them.

The short answer

1 registered advisors work in Brooklyn Heights; the most are at Tranquil Path Financial Planning (1). 1 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Brooklyn Heights

FirmAdvisors in Brooklyn Heights
Tranquil Path Financial Planning1

Advisors in Brooklyn Heights, A to Z

CFP advisors in Brooklyn Heights →
  • Britta A. KoepfTranquil Path Financial Planning · Certified Financial Planner

Other cities in Ohio

All of Ohio →

Cincinnati 2,591Columbus 2,146Cleveland 676Dublin 550Akron 476Westlake 376Toledo 355Brooklyn 318Beachwood 303Independence 255Pepper Pike 250Dayton 249Canton 229Miamisburg 197Maumee 189Westerville 168Canfield 158Centerville 155Worthington 149West Chester 145Beavercreek 141Hudson 136Richfield 122Perrysburg 119

Questions

How many financial advisors are in Brooklyn Heights, OH?

1 investment adviser representatives are registered at firm offices in Brooklyn Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Brooklyn Heights?

Tranquil Path Financial Planning, with 1 registered advisors in Brooklyn Heights.

How do I check a financial advisor in Brooklyn Heights?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.